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Account Progression Specialist

2 months ago

Lehi, Utah, United States Lumio Home Services, LLC. Full time
About Us

Lumio Home Services, LLC. is a leading provider of solar energy solutions for homeowners nationwide. Our mission is to deliver innovative and sustainable solutions that decentralize power, elevate communities, and provide authentic sustainability for homeowners.

About This Role

The Account Progression Specialist plays a critical role in ensuring the seamless funding of solar projects from Notice to Proceed through Final Authorization. This position requires strong problem-solving abilities, excellent communication skills, and the ability to collaborate effectively with customers, sales partners, and other stakeholders.

Responsibilities
  • Change Order Management: Manage funding change orders that result from adjusted system requirements or deviations at install, ensuring all necessary steps are taken to move projects efficiently to final funding.
  • Clawback Prevention Management: Work closely with funding and other relevant parties to prioritize and manage funding risk accounts, taking proactive measures to address issues and move accounts efficiently to final funding.
  • Customer Service: Provide exceptional levels of customer service to both customers and sales teams, addressing inquiries, resolving issues, and ensuring a positive experience throughout the project final funding.
  • Timely Execution: Meet strict timelines and deadlines for project milestones, proactively identifying and addressing any potential delays or obstacles that may arise.
Qualifications
  • 1-3 years of solar experience and/or funding submission preferred
  • Critical Thinking: Strong critical thinking skills and independent judgment, with the ability to analyze complex situations, identify root causes, and develop effective solutions to overcome obstacles and drive account progression.
  • Problem-Solving Abilities: Proven ability to quickly assess and address problems and challenges, with a focus on finding practical solutions and mitigating risks to ensure project success.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with customers, sales teams, regulatory authorities, and other stakeholders.
  • Customer Focus: A customer-centric approach, with a strong commitment to understanding customer needs and delivering solutions that exceed expectations, fostering positive relationships and ensuring customer satisfaction.
  • Adaptability: Flexibility to adapt to changing priorities and requirements, with a willingness to take on new challenges and learn new skills to support the success of the team and the organization.
  • Attention to Detail: Meticulous attention to detail and accuracy, with a focus on ensuring thoroughness and precision in all aspects of work to minimize errors and maximize efficiency.
  • Time Management: Demonstrated ability to work efficiently under tight deadlines, prioritize tasks effectively, and manage time and resources optimally to meet project milestones.
  • Team Collaboration: Ability to work collaboratively with cross-functional teams, including sales, operations, and technical teams, to achieve project objectives and deliver exceptional results.
What We Offer
  • Competitive Medical, Dental & Vision Options
  • Life Insurance
  • Paid Time Off (PTO)
  • 401k Match
  • Ancillary Benefits
  • Employee Assistance Program (EAP)
  • Eleven (11) Observed holidays
  • Learning and Development